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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,429 | $101,752+84.2% | $164,928+13.6% | $80,911+131.6% |
| Participation rate | 39.5% | 71.8%-32.4pp | 78.6%-39.1pp | 67.6%-28.2pp |
| Annual return | 19.60% | 16.73%+2.9pp | 70.08%-50.5pp | 35.63%-16.0pp |
| Employer contribution / active EE | $368 | $2,953-87.5% | $4,343-91.5% | $2,756-86.6% |
| Participant deferral / active EE | $3,819 | $4,477-14.7% | $6,034-36.7% | $4,297-11.1% |
| Admin fee / account holder | $673 | $8,218-91.8% | $12,684-94.7% | $6,935-90.3% |